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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,096 | $78,694+14.5% | $67,652+33.2% | $125,389-28.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -2.35% | 9.46%-11.8pp | 6625.40%-6627.7pp | 282.24%-284.6pp |
| Employer contribution / active EE | $1,554 | $3,044-49.0% | $2,266-31.4% | $4,866-68.1% |
| Participant deferral / active EE | $1,649 | $4,292-61.6% | $3,560-53.7% | $5,352-69.2% |
| Admin fee / account holder | $1,177 | $7,403-84.1% | $4,821-75.6% | $9,541-87.7% |